Burfields House Wealth Management Ltd

Principal Partner Practice of St. James's Place Wealth Management


David Gridley FPFS

Chartered Financial Planner

David provides a wealth of expertise in the financial services particularly in the area of pre and post- Retirement planning. He joined St. James's Place (formerly J. Rothschild Partnership) as a Founder Member in 1991 and has been a Senior Partner for a number of years. His experience is complemented professionally by having successfully completed a series of Chartered Insurance Institute (CII) qualifications. David is also a Fellow of the Personal Finance Society.

David Gridley separately represents St. James's Place Wealth Management. David Gridley works from the same address and carries out joint marketing activities (e.g. client events), however he runs a separate business and does not operate in legal partnership with Burfields House Wealth Management Ltd.